Franklin Intelligent MachineIQMETF

13F holders, Q4 2025 (December 31)
20holders +2
6new positions
3sold out
1famous investor
$87.78avg. 13F price*

At the end of Q4 2025, 20 institutions reported holding Franklin Intelligent Machine (IQM) in their 13F filings, up 2 from Q3 2025. 6 opened new positions and 3 sold out. The largest holders were Members Advisory Group LLC ($10.8M), Cetera Investment Advisers ($3.7M) and Citadel Advisors ($3.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Franklin Intelligent Machine
CUSIP
35473P512
Latest filing quarter
Q2 2026

History

Number of 13F holders

010203040 Q1 2024: 7Q1 2024Q2 2024: 10Q2 2024Q3 2024: 11Q3 2024Q4 2024: 14Q4 2024Q1 2025: 15Q1 2025Q2 2025: 14Q2 2025Q3 2025: 18Q3 2025Q4 2025: 20Q4 2025Q1 2026: 22Q1 2026Q2 2026: 31Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions6$2.9M
Exits3$736K

All 13F filers, Q3 2025 → Q4 2025: 193,397 shares bought and 8,431 shares sold, net +184,966 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 20 holders

Members Advisory Group LLC 4.09% Add +1552.3% 123,989 $10.8M
Cetera Investment Advisers 0.00% Add +66.2% 41,996 $3.7M
Citadel Advisors 0.00% Add +56.6% 38,529 $3.4M
Susquehanna International Group, LLP 0.00% New 25,900 $2.3M
Osaic Holdings, Inc. 0.00% Add +13.2% 23,048 $2.0M
Diversify Advisory Services, LLC 0.04% Add +69.9% 11,802 $1.1M
Commonwealth Equity Services, LLC 0.00% Add +47.5% 7,697 $673K
Truist Financial Corp. 0.00% Add +75.8% 6,817 $596K
Sanctuary Advisors, LLC 0.00% No change 5,807 $508K
Steward Partners Investment Advisory, LLC 0.00% Add +2.4% 4,338 $379K
Jane Street Group, LLC 0.00% New 4,301 $376K
Envestnet Asset Management Inc. 0.00% Add +3.2% 4,271 $373K
Harbour Investments, Inc. 0.01% Add +8.6% 3,498 $306K
Franklin Resources Inc. 0.00% New 2,220 $194K
Kestra Advisory Services, LLC 0.00% New 250 $22K
Cwm, LLC 0.00% No change 113 $10K
Allworth Financial LP 0.00% New 110 $10K
CGC Financial Services, LLC 0.00% No change 18 $2K
International Assets Investment Management, LLC 0.00% New 13 $1K
Morgan Stanley 0.00% No change 1 $129

"% of holder's portfolio" is IQM's weight in each manager's 13F, not the share of Franklin Intelligent Machine the manager owns.